Airbus SE: Europe's No. 1 Aeronautics, Aerospace, and Defense Leader

The article discusses how Airbus SE, a European aerospace company, is concerned about the impact of proposed NASA budget cuts on the European space agency. Airbus SE is the largest player in the European aerospace industry, with a significant presence in commercial aircraft, defense and aerospace systems, and helicopters. The company is concerned about the potential effects of the budget cuts on its business and the European space agency's ability to conduct space exploration missions.

Airbus SE, a leading European aerospace company, has expressed growing concern over the potential implications of proposed NASA budget cuts on the European space agency. As the largest player in the European aerospace industry, Airbus SE has a significant presence in commercial aircraft, defense and aerospace systems, and helicopters. The company is particularly worried about the impact of these budget cuts on its business and the European space agency's ability to conduct space exploration missions.

In the first quarter of 2025, Airbus reported revenues in its Defence and Space segment were up by 11% year-over-year, reaching 2.7 billion euros ($3 billion). The segment's EBIT Adjusted stood at 77 million euros ($87 million), reflecting higher volumes and improved profitability [1]. However, Airbus CEO Guillaume Faury highlighted a "geopolitical shift" for Europe, emphasizing the need for both demand consolidation and industrial cooperation to strengthen defense capabilities [1].

Airbus SE is concerned that the NASA budget cuts could hinder the European space agency's ability to fund and execute crucial space exploration missions. The company's strong portfolio of products and solutions, which includes the Airbus Oberon satellite system ordered by the UK MoD, could be affected if the European space agency's funding is reduced. Faury noted that Airbus is committed to European defense and strategic autonomy, and the company stands ready to support its government customers with its current offerings [1].

In addition to the potential impact on space exploration, Airbus SE is also keeping an eye on the commercial aviation business. Faury mentioned that U.S. tariffs have had an impact on Airbus's commercial aviation exports, and the company is looking to export to countries other than the U.S. for airlines with international operations. The company believes that the situation should revert to the previous ex-ante situation where civil aerospace parts, equipment, and systems, including planes, were free of tariffs [1].

Overall, Airbus SE's concerns highlight the potential broader implications of NASA budget cuts on the global aerospace industry. The company's focus on strategic autonomy and industrial cooperation underscores its commitment to maintaining a robust presence in the European aerospace sector.

References:
[1] https://www.satellitetoday.com/finance/2025/05/01/airbus-ceo-talks-geopolitical-shift-for-european-defense-in-q1-results/